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16 Medicare Mistakes

So, you’re almost eligible for Medicare. For many who...

Getting Your Social Security Benefit Statement for Tax Purposes

Every year at tax time it’s the same exasperating...

Can I Stop Social Security and Restart Later?

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Crazy Things that are Taxable

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16 Medicare Mistakes

So, you’re almost eligible for Medicare. For many who...

Getting Your Social Security Benefit Statement for Tax Purposes

Every year at tax time it’s the same exasperating...

Can I Stop Social Security and Restart Later?

You started taking your Social Security benefit. It seemed...

Calculating Social Security Before Full Retirement Age

Starting Social Security before Full Retirement Age (FRA). There’s...

Crazy Things that are Taxable

The IRS is the undisputed overlord of tax collections....

Social Security Goes AI

Like it or not, artificial intelligence (AI) has become...

19 Questions to Maximize Your Social Security

My Dad always said, “Son, never leave money on...

Gifting Tax Rules

A long-time, highly effective estate planning tool is gifting...
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